Civic Intelligence

New Berlin Elementary PTA

990EZ • Fiscal year 2017 • EIN 26-0582367

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Organization Profileduvalschools.org/newberlin
3613 New Berlin RoadJacksonville, FL 32226

(904) 714-4601

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

35th percentile

-2.4%

Higher net margin than 35% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

27th percentile

-11%

Faster asset growth than 27% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

-4.0%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$12,709

Down $1,639 (-11%) from 2016

Net Assets

Down

$12,709

Down $1,639 (-11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin35th percentile

Revenue

Down

$67,017

Down $2,772 (-4.0%) from 2016

Expenses

Up

$68,656

Up $12,070 (+21%) from 2016

Net Income

Down

-$1,639

Down $14,842 (-112%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30K$20K$10K$0Assets 2014: $4,111Liabilities 2014: $0Net Assets 2014: $4,1112014Assets 2015: $1,145Liabilities 2015: $0Net Assets 2015: $1,1452015Assets 2016: $14,348Liabilities 2016: $0Net Assets 2016: $14,3482016Assets 2017: $12,709Liabilities 2017: $0Net Assets 2017: $12,7092017Assets 2018: $7,944Liabilities 2018: $0Net Assets 2018: $7,9442018Assets 2019: $4,615Liabilities 2019: $0Net Assets 2019: $4,6152019Assets 2020: $20,270Liabilities 2020: $0Net Assets 2020: $20,2702020Assets 2022: $10,342Liabilities 2022: $0Net Assets 2022: $10,3422022Assets 2023: $2,731Liabilities 2023: $0Net Assets 2023: $2,7312023Assets 2025: $9,127Liabilities 2025: $0Net Assets 2025: $9,1272025

Highlighted filing

2017

Assets$12,709
Liabilities$0
Net Assets$12,709
Open 2017 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2014: $61,331Expenses 2014: $81,180Net Income 2014: -$19,8492014Revenue 2015: $64,027Expenses 2015: $66,993Net Income 2015: -$2,9662015Revenue 2016: $69,789Expenses 2016: $56,586Net Income 2016: $13,2032016Revenue 2017: $67,017Expenses 2017: $68,656Net Income 2017: -$1,6392017Revenue 2018: $22,391Expenses 2018: $27,156Net Income 2018: -$4,7652018Revenue 2019: $65,257Expenses 2019: $68,586Net Income 2019: -$3,3292019Revenue 2020: $45,391Expenses 2020: $29,736Net Income 2020: $15,6552020Revenue 2022: $27,200Expenses 2022: $19,338Net Income 2022: $7,8622022Revenue 2023: $37,396Expenses 2023: $45,007Net Income 2023: -$7,6112023Revenue 2025: $29,435Expenses 2025: $29,010Net Income 2025: $4252025

Highlighted filing

2017

Revenue$67,017
Expenses$68,656
Net Income-$1,639
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$67,017
Mission and Program Overview

Mission

The organization's primary exempt purpose is to encourage parents, teachers, and students appreciation and participation in school functions. The Parent Teacher Association holds Spring and Fall carnivals and fund raisers to promote and encourage student interest in school.

Program Services

DescriptionGrantsExpenses
The organization's programs enabled them to purchase the school New Berlin Elementary computers, supplies and maintain play ground equipment.$0$68,656
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anna HoldenPresident-$0--
Michelle AdamowichVice President Of Ways And Means-$0--
Michael GaskellTreasurer-$0--
Yvonne EvansVice President Of Memberships-$0--
Kimberly GollidaySecretary-$0--
Filing and Contact Details

Filer

Filer Name
New Berlin Elementary PTA
EIN
26-0582367
Phone
9047144601
Address
3613 New Berlin Road, Jacksonville, FL 32226

Signing Officer

Name
Michael Gaskin
Title
Treasurer
Phone
9047144601
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Chad Shultz CPA PA
Address
1450 Flagler Ave, Suite 2, Jacksonville, FL 32207
Preparer
Chad Shultz
Phone
9044001238
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Income”

Form 990-EZ, Part I, Line 16

“Expenses”

Raw XML Appendix179 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Michael Gaskell
IRS990EZ/BooksInCareOfDetail/PhoneNum09047144601
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03613 New Berlin Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Jacksonville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032226
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014348
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012709
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1639
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014348
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012709
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt067017
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt01162
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014348
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012709
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014348
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012709
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Anna Holden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michelle Adamowich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael Gaskell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Yvonne Evans
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kimberly Golliday
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President of Ways and Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President of Memberships
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt068656
IRS990EZ/OtherRevenueTotalAmt065855
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The organization's primary exempt purpose is to encourage parents, teachers, and students appreciation and participation in school functions. The Parent Teacher Association holds Spring and Fall carnivals and fund raisers to promote and encourage student interest in school.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization's programs enabled them to purchase the school New Berlin Elementary computers, supplies and maintain play ground equipment.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt068656
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt068656
IRS990EZ/TotalProgramServiceExpensesAmt068656
IRS990EZ/TotalRevenueAmt067017
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://duvalschools.org/newberlin
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Operating expenses
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02832
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011832
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt067017
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt066957
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt061027
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt058331
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt045000
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0298332
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.03815
IRS990ScheduleA/PublicSupportPY170Pct00.05094
IRS990ScheduleA/PublicSupportTotal170Amt011832
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02832
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011832
IRS990ScheduleA/TotalSupportAmt0310164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Income
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Gaskin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09047144601
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0New Berlin Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0NEWB
ReturnHeader/Filer/EIN0260582367
ReturnHeader/Filer/PhoneNum09047144601
ReturnHeader/Filer/USAddress/AddressLine1Txt03613 New Berlin Road
ReturnHeader/Filer/USAddress/CityNm0Jacksonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032226
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.224.49.72
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472599659
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Chad Shultz CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01450 Flagler Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0Suite 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jacksonville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032207
ReturnHeader/PreparerPersonGrp/PhoneNum09044001238
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chad Shultz
ReturnHeader/ReturnTs02018-03-13T01:01:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,709
Liabilities
$0
Net assets
$12,709
Revenue
$67,017
Expenses
$68,656
Net income
-$1,639
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.13$0.00$9.13$29.4$29.0$0.43
2023Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$37.4$45.0$7.61
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$27.2$19.3$7.86
2020Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$45.4$29.7$15.7
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$0.00$4.62$65.3$68.6$3.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.94$0.00$7.94$22.4$27.2$4.77
2017Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$67.0$68.7$1.64
2016Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$69.8$56.6$13.2
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$64.0$67.0$2.97
2014Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$61.3$81.2$19.8